BURKEHAVEN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BURKEHAVEN FAMILY FOUNDATION (EIN 82-6746205)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202443139349100519
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T10:32:49-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826746205 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BURKEHAVEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURK | BusinessNameControlTxt |
| Phone | 6174190156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1834 CENTRE ST 589 | AddressLine1Txt |
| City | WEST ROXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRFAN ALIBHAI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174190156 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA ENGLAND | PreparerPersonNm |
| PTIN | P01606226 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,042,163 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $582 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $582 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $950,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $950,227 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$98,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,126,443 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,323 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,323 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $865,498 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $964,132 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $219,555 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,978 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $208,577 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,643 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $682 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,961 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,523 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,567 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,041 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,041 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,902 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,122 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,122 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150,292 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $144,713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,579 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $523,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $241,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $236,806 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,811,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,811,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,335,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $241,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,048,306 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,469,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $722,293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $229,332 | CashBOYAmt |
| Cash EOY | $232,692 | CashEOYAmt |
| Cash EOYFMV | $232,692 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $439,836 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,757,811 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,757,811 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,555,024 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,081,521 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,720,955 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $34,813,175 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,271,586 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,310,765 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,238,485 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,577,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,022,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,042,163 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,880 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,032 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $27 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $49 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,907 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,081 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,573,392 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,018,142 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,573,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,018,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,577,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,022,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,573,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,469,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,103,420 | SubtotalAmt |
| Other Decreases | $85,278 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,018,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $14,065,738 | $14,225,077 | -$159,339 | -$159,339 | |
| CAPITAL GAINS DIVIDENDS | $60,705 | $60,705 | $60,705 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$98,634 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,040 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,040 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,040 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,141 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $75,141 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $65,101 | OverpaymentAmt |
| Applied To ES Tax | $65,101 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174190156 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1834 CENTRE ST 589 | AddressLine1Txt |
| City | WEST ROXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| IRFAN ALIBHAI | ||||||||
| 1834 CENTRE STREET 589 | WEST ROXBURY | MA | 02132 | PRESIDENT | 40.00 | $219,555 | $0 | $0 |
| CAROL WALLACE | ||||||||
| 1834 CENTRE STREET 589 | WEST ROXBURY | MA | 02132 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL JEWCZYN | ||||||||
| 1834 CENTRE STREET 589 | WEST ROXBURY | MA | 02132 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY INVESTMENT ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOSTON | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $56,041 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,307,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,136,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,444,535 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,444,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $546,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,897,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,794,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,794,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,040 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,040 | TotalTaxAmt |
| Distributable Before Adj | $1,784,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,784,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,784,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,048,306 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,048,306 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,784,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $862,877 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $862,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,048,306 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,784,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,263,453 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,126,330 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,126,330 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $862,877 | ExcessFromYear1Amt |
| Excess From Current Year | $1,263,453 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL WALLACE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (143 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCOUNTABILITY COUNSEL | |||||||
| 244 KEARNY STREET FLOOR 6 | SAN FRANCISCO | CA | 94108 | PC | GENERAL CHARITABLE SUPPORT | $100,000 | |
| ACTION NC | |||||||
| 1817 CENTRAL AVENUE | CHARLOTTE | NC | 28205 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| AGA KHAN FOUNDATION USA | |||||||
| 1825 K ST NW STE 901 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| ALWAYS DREAM FOUNDATION | |||||||
| 125 RAILROAD AVE SUITE 203 | DANVILLE | CA | 94526 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| ASCENTRIA CARE ALLIANCE | |||||||
| 11 SHATTUCK STREET | WORCESTER | MA | 01605 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| AUSBON SARGENT LAND PRESERVATION TRUST | |||||||
| PO BOX 2040 71 PLEASANT STREET | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| BAKER SCHOOL EXTENDED DAY | |||||||
| 205 BEVERLY ROAD | BROOKLINE | MA | 02467 | PC | GENERAL CHARITABLE SUPPORT | $6,000 | |
| BAKER SCHOOL PTO | |||||||
| 205 BEVERLY RD | BROOKLINE | MA | 02467 | PC | GENERAL CHARITABLE SUPPORT | $500 | |
| BOSTON AREA RAPE CRISIS CENTER | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | PC | GENERAL CHARITABLE SUPPORT | $4,500 | |
| BROOKLINE EDUCATION FOUNDATION | |||||||
| PO BOX 470652 | BROOKLINE | MA | 02447 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| BROOKLINE SCHOOLS STAFF CHILDRENS CENTER | |||||||
| 162 GODDARD AVE | BROOKLINE | MA | 02445 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| BROWN LEDGE CAMP | |||||||
| 71 BROWNLEDGE ROAD | COLCHESTER | VT | 05446 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| CARE USA | |||||||
| 151 ELLIS STREET NORTHEAST | ATLANTA | GA | 30303 | PC | GENERAL CHARITABLE SUPPORT | $65,000 | |
| GLOBAL IMPACT | |||||||
| 1199 N FAIRFAX STREET SUITE 300 | ALEXANDRIA | VA | 22314 | PC | GENERAL CHARITABLE SUPPORT | $300,000 | |
| CENTER FOR TEEN EMPOWERMENT | |||||||
| 130 WARREN PLACE | BOSTON | MA | 02119 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| CENTER FOR THE ARTS NEW HAMPSHIRE | |||||||
| PO BOX 872 | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| CHESTER ELEMENTARY SCHOOL PTO | |||||||
| 23 RIDGE ROAD | CHESTER | CT | 06412 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| CHILD FIRST | |||||||
| 6 CORPORATE DRIVE | SHELTON | CT | 06484 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| COMPASS WORKING CAPITAL | |||||||
| 89 SOUTH STREET SUITE 804 | BOSTON | MA | 02111 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| CONNECTICUT CHILDRENS MEDICAL CENTER FOUNDATION | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| CORE | |||||||
| 910 NORTH HILL STREET | LOS ANGELES | CA | 90012 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| CRISTO REY BROOKLYN HIGH SCHOOL | |||||||
| 710 EAST 37TH STREET | BROOKLYN | NY | 11203 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| DIGDEEP | |||||||
| PO BOX 26779 | LOS ANGELES | CA | 90026 | PC | GENERAL CHARITABLE SUPPORT | $100,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | GENERAL CHARITABLE SUPPORT | $65,000 | |
| DONORS CHOOSE | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | PC | GENERAL CHARITABLE SUPPORT | $7,000 | |
| DRISCOLL PTO | |||||||
| 64 WESTBOURNE TERRACE | BROOKLINE | MA | 02446 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| EAST HAMPTON ROTARY FOUNDATION | |||||||
| PO BOX 358 | EAST HAMPTON | CT | 06424 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | GENERAL CHARITABLE SUPPORT | $2,750 | |
| EYES OF THE WOMEN | |||||||
| 109 THOMAS DRIVE | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| FAIRBANKS MUSEUM & PLANETARIUM | |||||||
| 1302 MAIN STREET | SAINT JOHNSBURY | VT | 05819 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| FOCUS HUMANITARIAN ASSISTANCE USA | |||||||
| 1700 FIRST COLONY BOULEVARD 300 | SUGAR LAND | TX | 77479 | PC | GENERAL CHARITABLE SUPPORT | $30,000 | |
| FRIENDS OF CHARLESTOWN HIGH SCHOOL | |||||||
| 240 MEDFORD STREET | BOSTON | MA | 02129 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| FRIENDS OF THE ABBOTT LIBRARY | |||||||
| 11 SOONIPI CIRCLE | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $11,000 | |
| GEORGIA AQUARIUM | |||||||
| 225 BAKER STREET NORTHWEST | ATLANTA | GA | 30313 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| GIRAFFE CONSERVATION FOUNDATION | |||||||
| 17 SOUTH MAGNOLIA AVENUE | ORLANDO | FL | 32801 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| GIRLS INC OF NEW HAMPSHIRE | |||||||
| 1711 S WILLOW ST UNIT 5 | MANCHESTER | NH | 03103 | PC | GENERAL CHARITABLE SUPPORT | $110,000 | |
| GLOBAL REFUGE | |||||||
| PO BOX 17467 | BALTIMORE | MD | 21297 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| GOT LUNCH | |||||||
| 20 CHURCH ST | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| GREENLIGHT FUND | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | PC | GENERAL CHARITABLE SUPPORT | $215,000 | |
| HARTFORD STAGE COMPANY | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 444 HANA HIGHWAY | KAHULUI | HI | 96732 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| HAWAII PEOPLE'S FUNDS | |||||||
| PO BOX 4163 | HONOLULU | HI | 96812 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| HEBREW IMMIGRANT AID SOCIETY | |||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| HIGH ATLAS FOUNDATION | |||||||
| 511 6TH AVENUE K110 | NEW YORK | NY | 10011 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| HIGH HOPES THERAPEUTIC RIDING | |||||||
| 36 TOWN WOODS ROAD | OLD LYME | CT | 06371 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| HK RECREATION DEPARTMENT | |||||||
| 91 LITTLE CITY RD PO BOX 569 | HIGGANUM | CT | 06441 | GOV | GENERAL CHARITABLE SUPPORT | $2,500 | |
| HOMELESS PRENATAL PROGRAM | |||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| I HAVE THE RIGHT TO | |||||||
| 4841 FOXHALL CRESCENT NORTHWEST | WASHINGTON | DC | 20007 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| INDIGENOUS JUSTICE | |||||||
| 1201 J STREET | SACRAMENTO | CA | 95814 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICES | |||||||
| 235 NICOLL STREET | NEW HAVEN | CT | 06511 | PC | GENERAL CHARITABLE SUPPORT | $40,000 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BOULEVARD SUITE 1500 | LOS ANGELES | CA | 90025 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | |||||||
| 1 BATTERY PARK PLAZA 33RD FLOOR | NEW YORK | NY | 10004 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | IRAP |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| JUSTICE RESOURCE INSTITUTE | |||||||
| 160 GOULD STREET | NEEDHAM | MA | 02494 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| KALAMAZOO COLLEGE | |||||||
| 1200 ACADEMY ST | KALAMAZOO | MI | 49006 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| KIDS CLOTHES CLUB | |||||||
| 108 UPLAND ROAD | BROOKLINE | MA | 02445 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| LAKE SUNAPEE PROTECTIVE ASSOCIATION | |||||||
| PO BOX 683 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $24,000 | |
| LAS MARGARITAS FOUNDATION | |||||||
| PO BOX 1995 | CLIFFSIDE PARK | NJ | 07010 | PC | GENERAL CHARITABLE SUPPORT | $30,000 | |
| LEARNING COURAGE | |||||||
| 698 STATE STREET | PORTSMOUTH | NH | 03801 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| LIBRARY ARTS CENTER | |||||||
| 58 N MAIN STREET | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| LIFTING HANDS INTERNATIONAL | |||||||
| 963 E HUDSON AVENUE | SALT LAKE CITY | UT | 84106 | PC | GENERAL CHARITABLE SUPPORT | $67,500 | |
| LOVIN' SPOONFULS | |||||||
| 189 WELLS AVENUE SUITE 100 | NEWTON | MA | 02459 | PC | GENERAL CHARITABLE SUPPORT | $100,000 | |
| MAIN STREET VENTURES | |||||||
| 1311 VINE STREET | CINCINNATI | OH | 45202 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| MAKOCE IKIKCUPI (LAND RECOVERY) | |||||||
| PO BOX 21 | GRANITE FALLS | MN | 56241 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| MARGUERITE'S PLACE | |||||||
| 87 PALM STREET | NASHUA | NH | 03060 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| MATTHEW HOUSE | |||||||
| 2820 SOUTH ALMA SCHOOL ROAD STE | CHANDLER | AZ | 85286 | PC | GENERAL CHARITABLE SUPPORT | $62,000 | 18-223 |
| MAUI FOOD BANK | |||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| MAUI HUMANE SOCIETY | |||||||
| PO BOX 1047 | KAHULUI | HI | 96784 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| MAUI UNITED WAY | |||||||
| 95 MAHALANI STREET | WAILUKU | HI | 96793 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| MEDIA POWER YOUTH | |||||||
| 1045 ELM STREET | MANCHESTER | NH | 03101 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| MISSING AND MURDERED INDIGENOUS WOMEN | |||||||
| 11640 SOUTHWEST BOONES FERRY ROAD | PORTLAND | OR | 97219 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NA KEIKI O EMALIA | |||||||
| 95 MAHALANI STREET | WAILUKU | HI | 96793 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NASHUA SOUP KITCHEN AND SHELTER INC | |||||||
| PO BOX 3116 | NASHUA | NH | 03061 | PC | GENERAL CHARITABLE SUPPORT | $100,000 | |
| NATIONAL CENTER FOR YOUTH LAW | |||||||
| 1212 BROADWAY | OAKLAND | CA | 94612 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| NATIONAL INDIGENOUS WOMEN'S RESOURCE CENTER | |||||||
| 515 LAME DEER AVENUE | LAME DEER | MT | 59043 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NATIVE HOPE | |||||||
| PO BOX 576 112 SOUTH MAIN STREET | CHAMBERLAIN | SD | 57325 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NATIVE WOMEN'S COLLECTIVE | |||||||
| 2327 KAREN CT | ARCATA | CA | 95521 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NETWORK OF ENGAGED INTERNATIONAL DONORS | |||||||
| 131 DARTMOUTH STREET 3RD FLOOR | BOSTON | MA | 02116 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| NEW ENGLAND AQUARIUM | |||||||
| CENTRAL WHARF | BOSTON | MA | 02110 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| NEW HAMPSHIRE AUDUBON | |||||||
| 84 SILK FARM ROAD | CONCORD | NH | 03301 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| NEW HAMPSHIRE FOOD BANK | |||||||
| 700 EAST INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | PC | GENERAL CHARITABLE SUPPORT | $4,500 | |
| NEW HAMPSHIRE PUBLIC RADIO | |||||||
| 2 PILLSBURY STREET 6TH FLOOR | CONCORD | NH | 03301 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| NEW HAMPSHIRE WOMEN'S FOUNDATION | |||||||
| 18 LOW AVENUE SUITE 205 | CONCORD | NH | 03301 | PC | GENERAL CHARITABLE SUPPORT | $1,500 | |
| NEW LONDON BARN PLAYHOUSE | |||||||
| 84 MAIN STREET | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| NEW LONDON HOSPITAL | |||||||
| 273 COUNTY RD | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $7,500 | |
| NEWPORT MONTESSORI SCHOOL | |||||||
| 96 PINE STREET / PO BOX 634 | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $100,000 | |
| NIS'TO INCORPORATED | |||||||
| 215 WEST PINE ST | SISSETON | SD | 57262 | PC | GENERAL CHARITABLE SUPPORT | $54,500 | |
| NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS | |||||||
| MIDTOWN GLOBAL MARKET 920 E LAKE ST | MINNEAPOLIS | MN | 55407 | PC | GENERAL CHARITABLE SUPPORT | $7,000 | 107 |
| NORTHERN STAGE COMPANY | |||||||
| 76 GATES STREET | HARTFORD | VT | 05001 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NORWICH FARM FOUNDATION | |||||||
| 701 TURNPIKE ROAD | NORWICH | VT | 05055 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| OAK HILL | |||||||
| 120 HOLCOMB STREET | HARTFORD | CT | 06112 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| PALESTINE CHILDREN'S RELIEF FUND | |||||||
| PO BOX 861716 | LOS ANGELES | CA | 90086 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| POMEGRANATEAID | |||||||
| 2543 SOUTH 1700 EAST | SALT LAKE CITY | UT | 84106 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| PROJECT SUNAPEE | |||||||
| PO BOX 602 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| PROTECT DEMOCRACY PROJECT | |||||||
| 2020 PENNSYLVANIA AVENUE NW 163 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| REFUGEPOINT | |||||||
| 89 SOUTH STREET 2 | BOSTON | MA | 02111 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| RISING HEARTS | |||||||
| 250 EAST ELIZABETH STREET SUITE 115 | HARRISONBURG | VA | 22802 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| ROSLINDALE FOOD COLLECTIVE | |||||||
| 319 KITTREDGE STREET | BOSTON | MA | 02131 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | GENERAL CHARITABLE SUPPORT | $2,750 | |
| SEPSIS ALLIANCE | |||||||
| 3180 UNIVERSITY AVENUE | SAN DIEGO | CA | 92104 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| SHANTI BHAVAN CHILDREN'S PROJECT | |||||||
| 141 HAWKINS PLACE PMB 192 | BOONTON | NJ | 07005 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT ROAD | LAGUNA HILLS | CA | 92653 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SHELTERBOX | |||||||
| 101 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 11 PARK PLACE 3RD FLOOR | NEW YORK | NY | 10007 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SHORELINE SOUP KITCHENS & PANTRIES | |||||||
| PO BOX 804 | ESSEX | CT | 06426 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| SOUTH CONGREGATIONAL CHURCH | |||||||
| 20 CHURCH ST | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SOVEREIGN BODIES INSTITUTE | |||||||
| 101 BROOKWOOD AVE SUITE 204 | SANTA ROSA | CA | 95404 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| STEMATCH | |||||||
| 6 MONROE ROAD | WELLESLEY | MA | 02481 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| SUNAPEE HISTORICAL SOCIETY | |||||||
| PO BOX 501 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $8,000 | |
| THE ALS ASSOCIATION | |||||||
| 1300 WILSON BOULEVARD SUITE 600 | ARLINGTON | VA | 22209 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| THE CHAPTER HOUSE | |||||||
| 1438 ALLESANDRO STREET | LOS ANGELES | CA | 90026 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| THE COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT | |||||||
| 91-1270 KINOIKI ST BLDG 1 | KAPOLEI | HI | 96707 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| THE FELLS | |||||||
| 456 ROUTE 103A PO BOX 276 | NEWBURY | NH | 03255 | PC | GENERAL CHARITABLE SUPPORT | $3,000 | |
| THE KELSEY | |||||||
| 1 SANSOME STREET | SAN FRANCISCO | CA | 94104 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| THE KWEK SOCIETY | |||||||
| 3469 N EDISON ST | ARLINGTON | VA | 22207 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| THE LIVERY - SUNAPEE HERITAGE ALLIANCE | |||||||
| PO BOX 72 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| THE PHOENIX | |||||||
| 54 NEWMARKET SQUARE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| THE SASAMANI FOUNDATION | |||||||
| PO BOX 315 | OLD MYSTIC | CT | 06372 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| THE UNCOMFORTABLE CONVERSATION | |||||||
| 40 SHERWOOD ST 2 | ROSLINDALE | MA | 02131 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| TOWN OF CHESTER - PARKS AND RECREATION | |||||||
| 203 MIDDLESEX AVE | CHESTER | CT | 06412 | GOV | GENERAL CHARITABLE SUPPORT | $2,500 | |
| TRENTON AREA SOUP KITCHEN | |||||||
| PO BOX 872 | TRENTON | NJ | 08605 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| TRI-TOWN YOUTH SERVICES BUREAU INC | |||||||
| PO BOX 897 56 HIGH STREET | DEEP RIVER | CT | 06417 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| TURNING POINTS NETWORK | |||||||
| 11 SCHOOL STREET | CLAREMONT | NH | 03743 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| 105 MAIN STREET | DURHAM | NH | 03824 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| UNIVERSITY OF VIRGINIA | |||||||
| 90 MCCORMICK PEABODY HALL RD | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | |||||||
| VINS NATURE CENTER PO BOX 1281 | QUECHEE | VT | 05059 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| VOTEAMERICA | |||||||
| 14 HUDSON AVE SUITE 403 | GLENS FALLS | NY | 12801 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 85 MECHANIC ST SUITE C2-1 BOX A-10 | LEBANON | NH | 03766 | PC | GENERAL CHARITABLE SUPPORT | $100,000 | |
| WGBH | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| WHERE ANGELS PLAY FOUNDATION | |||||||
| PO BOX 670 | OCEAN TOWNSHIP | NJ | 07755 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| WIKIMEDIA FOUNDATION | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| WILDLIFE CONSERVATION SOCIETY - BRONX ZOO | |||||||
| 2300 SOUTHERN BOULEVARD | THE BRONX | NY | 10460 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| WILMOT VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 33 | WILMOT | NH | 03287 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| WOMEN HELPING WOMEN | |||||||
| 215 E 9TH ST 7TH FLOOR | CINCINNATI | OH | 45202 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | PC | GENERAL CHARITABLE SUPPORT | $150,000 | |
| WUMB RADIO | |||||||
| 100 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| ZOO NEW ENGLAND | |||||||
| ONE FRANKLIN PARK ROAD | BOSTON | MA | 02121 | PC | GENERAL CHARITABLE SUPPORT | $5,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,811,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $582 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $950,227 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,323 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$98,634 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $852,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,323 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $865,498 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | INCOME FROM PARTNERSHIP K-1S | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,090 | Amt |
| Net Investment Income | $1,523 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,567 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $27,720,955 | EOYBookValueAmt |
| EOYFMV | $34,813,175 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,310,765 | BookValueAmt |
| EOYFMV | $2,238,485 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $85,278 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES & SOFTWARE | $3,681 | $0 | $0 | $3,681 |
| RESEARCH SERVICES | $1,898 | $0 | $0 | $1,898 |
| MISCELLANEOUS INVESTMENT DEDUCTIONS FROM K-1S | $144,713 | $144,713 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PTP K-1S | Desc |
| Revenue And Expenses Per Books | $13,323 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,323 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $27 | BOYBookValueAmt |
| EOY Book Value | $49 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY | CategoryTxt |
| Amt | $56,041 | Amt |
| Net Investment Income | $56,041 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $27,902 | $27,902 | $0 | $0 |
| MA FILING FEE | $250 | $0 | $0 | $0 |
| NH FILING FEE | $75 | $0 | $0 | $0 |
| FEDERAL TAXES | $45,000 | $0 | $0 | $0 |
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